First State Investment Advisors | Tulsa Financial Advisors

S Yale Ave, 8801
Tulsa, 74137
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+1 9 184 921 361

We are a local, independent investment advisor with over 50 years of history in the Tulsa area. We specialize in helping individuals, trusts, organizations, and businesses confidently manage their investments and prudently plan their financial future.

Our primary focus as an investment advisor is investing in the highest quality large-cap stocks in the world in a personalized, tax-efficient manner to grow our clients' portfolios while carefully managing risk. We also serve as financial advisors, offering full service personal financial planning, retirement planning, IRA and 401(k) management, 529 education savings, estate planning, and financial consulting.

We provide our first meeting with you to review your financial situation and assess your needs for free, so call us today to schedule your free financial consultation!

First State Financial, Inc. was founded in 1971 by Sid Shupack as Oklahoma's first research and brokerage firm for bank stocks. As the client base grew, Sid shifted the company's focus to better meet the rapidly increasing need for high-quality personal financial planning and investment management, which led to the establishment of First State Investment Advisors, Inc.

We have since been dedicated to our original vision of serving clients as an investment firm focused on quality, trust, integrity and respect both in our client relationships and in our investment strategies. For over 50 years, we have provided Tulsa families with personalized, tax-efficient, and value-oriented approaches to portfolio management, and we continue in our commitment to help individuals plan more confidently, sleep soundly and grow their wealth.

Sid continues to serve as First State's president today, assisted by the company's vice president, Matt Redmond.

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